See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 8-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,330 | $105,126+9.7% | $94,646+21.9% | $139,434-17.3% |
| Participation rate | 78.3% | 82.4%-4.1pp | 80.8%-2.6pp | 80.3%-2.1pp |
| Annual return | 24.24% | 38.03%-13.8pp | 156.71%-132.5pp | 372.94%-348.7pp |
| Employer contribution / active EE | $1,308 | $4,106-68.1% | $3,672-64.4% | $4,751-72.5% |
| Participant deferral / active EE | $8,472 | $7,599+11.5% | $7,418+14.2% | $6,710+26.3% |
| Admin fee / account holder | $4,023 | $8,984-55.2% | $7,231-44.4% | $11,403-64.7% |